| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Teresa Coleman Creekside Partners | 2,786 | $929,585.54 | $2.27M | $1.34M | 144.2% |
John Quinn Safe Harbor Fiduciary, LLC | 699 | $273,392.66 | $569,552.19 | $296,159.53 | 108.33% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 40 | $25,918.45 | $32,592.4 | $6,673.95 | 25.75% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 298 | $211,120.85 | $259,581.85 | $48,461 | 22.95% |
Taryn Anderson YANKCOM Partnership | 1,811 | $703,084.23 | $1.48M | $772,536.68 | 109.88% |
David Levy Diversified Enterprises LLC | 3,721 | $1.6M | $3.03M | $1.44M | 89.96% |
Pines Wealth Management LLC Pines Wealth Management LLC | 1,912 | $722,093.59 | $1.56M | $835,823.13 | 115.75% |
Matthew Riley Hickory Point Bank & Trust | 1,511 | $546,647.27 | $1.23M | $684,530.64 | 125.22% |
Seneschal Advisors LLC Seneschal Advisors LLC | 5 | $2,386 | $4,074.05 | $1,688.05 | 70.75% |
Jared Machen BWM Planning LLC | 194 | $206,948 | $158,073.14 | -$48,874.86 | -23.62% |
Curtis Harrell Tounjian Advisory Partners LLC | 247 | $263,122 | $208,030.81 | -$55,091.19 | -20.94% |
Goldstone Financial Group LLC Goldstone Financial Group LLC | 4,043 | $1.53M | $3.29M | $1.76M | 114.88% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 956 | $239,395.55 | $778,958.36 | $539,562.81 | 225.39% |
FMB Wealth Management FMB Wealth Management | 387 | $187,036.08 | $315,331.47 | $128,295.39 | 68.59% |
Bryan Buchert Kera Capital Partners Inc. | 903 | $468,486.97 | $735,773.43 | $267,286.46 | 57.05% |
Triune Financial Partners LLC Triune Financial Partners LLC | 208 | $221,456 | $175,183.84 | -$46,272.16 | -20.89% |
Wealth Watch Advisors Inc. Wealth Watch Advisors Inc. | 2,227 | $772,906.38 | $1.81M | $1.04M | 134.77% |
| BCF Bryan Charles Foronjy Foronjy Financial LLC | 440 | $170,772.11 | $358,516.4 | $187,744.29 | 109.94% |
Mark Schafer Police & Firemen's Retirement System of New Jersey | 68,246 | $25.36M | $55.61M | $30.25M | 119.31% |
Aldis Birkans Bank of Jackson Hole Trust | 2,343 | $918,550.48 | $1.91M | $990,549.35 | 107.84% |